Meet Carmen

About: Carmen Mitchell

Work Experience and Education

I made the move to the beautiful Sunshine Coast early 2001.

My experience in the financial services sector started with a support role in 1996.

I joined McGregor Wealth in April 2021 as Associate Adviser.

Role – Describe what you do and why you are good at it.

I provide support to advisers and colleagues, and ongoing service to clients. I am good at my role as I am a great communicator and have excellent attention to detail.

Outside of work – what do you like to do?

Relax and enjoy the coast lifestyle! I enjoy reading and gardening, and of course walks on the beach are essential!

What do you enjoy about being part of the McGregor Wealth team?

In the financial services industry, we are subject to constant changes. I enjoy the continual learning and challenges.

I enjoy building great relationships with clients and colleagues. I enjoy being part of the great team we have here at McGregor.

What is the one thing about you that people would be surprised to know?

I hold a black belt in martial arts.

Name one person that you draw inspiration from and why?

Ash Barty, such a fantastic role model and awesome Queenslander. She plays for the love of the game, not to win, but says winning is a bonus! You go girl!!

What is your favourite book, movie and food?

Movie: Kingsman: The Secret Service movie franchise

Book: The Power of One by Bryce Courtenay

Food: I love a good curry, and a great steak!

What Clients Are Saying

Our financial goals are on track!

I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!

I give them my highest recommendation!!!

I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!

We unreservedly recommend Rob McGregor and his team.

Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.

I would highly recommend the McGregor Wealth Management team to any prospective investor.

After many years of procrastination and numerous proposals from financial advisors, I decided that the best plan forward to retirement came from Danielle at McGregor Wealth Management. What they delivered in taking over the investment of my SMSF far exceeded my expectations and I now feel comfortable that my future in retirement is on track.


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